Have you heard about the new FICO score, the FICO Resilience Index (FRI)? Learn about the differences and guidelines for improving both.
How can the framework of The Rider, Elephant, and Path prepare us for financial planning in an election cycle?
Find out the difference between the mindsent of an investor and that of a financial speculator, and how that can impact your financial goals.
Transcript of the video: Hello my name is Lee Shertzer and I’m managing partner at Stewardship Advisors here in Mount Joy. I want to talk to you today about the difference between fiduciary vs a “securities offered through” firm. I have worked in this industry for the last 35 years and gained a deeper […]
Is there a link between physical fitness and financial fitness? This was the question that popped into my head last week as I jogged through my neighborhood pushing my 1-year-old and 3-year-old in a double jogging stroller. I like to exercise without any added visual or audio stimulus because I find this is one of […]
This year is an anomaly, and your taxes might also be. But be prepared and pay those needed estimates. According to a June Bankrate.com survey, 49% of U.S. adults lamented, “their income has been hurt by the coronavirus pandemic and related shelter-in-place orders.” And as of August 8 of this year, the U.S. Department of […]
Structure is needed in a financial plan. Simply stated, financial planning is putting together a plan for your future. How will you manage your finances and prepare for your future, while also taking care of today? At Stewardship Advisors, we work with you to anticipate your life transitions and to be financially prepared for them…by […]
A few years ago, on a hike in Colorado, I had my first experience with cairns. A cairn is a human-made pile of stones that can be used for many things like noting a landmark, or in this case, indicating the best path forward for hikers–essentially marking the trail to the destination. In our case, […]
Client Question: “How will the upcoming elections affect my portfolio?” My Answer: The stock market is apolitical, meaning it does not matter which party is elected. The stock market just wants a strong economy, which leads to a strong stock price. Over the long run, the stock market will follow the economy. If the economy […]
When most people think of 529 plans, they think of a long-term savings strategy for college. However, there are a few states that allow individuals to take a state income tax deduction for contributions to a 529 plan, including Pennsylvania. This presents an opportunity for an additional 529 plan strategy that focuses more on short-term […]
